FUSION 2012 - AUTOMATION SESSIONS
2 Reasons You Will Not Automate Accounts Payable
Christopher Elmore - Director, Product Strategy
CostPerInvoice.com/AvidXchange
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 100 – New Session
Discipline of Focus: AP
Based on the Book, "2 Reason You Will Not Automate Accounts Payable" this session will explore the 2 areas where companies have trouble in making an automation decision. The dynamic is a company wants to automate, and engages one or more technology vendors to explore the idea. Going through the software demos the group tasked with reviewing each vendor gets more and more excited with the possibilities…. Then something happens… While trying to rationalize the financial decision it becomes blurry and a decision cannot be made. There are 2 Reasons for that!
This session will give you tools to help diagnose and plan for the impact of the 2 Reasons, so going from a paper to an Automated Accounts Payable process or improving your current Automated AP process will be smooth and successful.
A 360 Degree Perspective of AR UPDATED SESSION
Michael Alfonsi - Managing Director
BancTec Inc.
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 135 – New Session
Discipline of Focus: TAWPI
AR – Accounts Receivable – is a key financial operations component of the enterprise for all organizations. Of all the operating financial functions, few would deny AR's prominent role in Revenue Management – the complete cycle of Order Entry, Billing, Accounts Receivable, Credit and Collections. Revenue Management has, by no accident, Accounts Receivable at its core.
Such an important function deserves close, detailed attention. This session will, literally, look at Accounts Receivable from almost every conceivable perspective – a 360 degree view. We'll discuss key Accounts Receivable points-of-view including operations quality, benchmarks, costs, performance indicators, headcounts/productivity, software enhancements, financial reporting, controllership, SOX compliance, business planning, forecasting, interfaces to clients, successful outsourcing initiatives, banking and payments industry trends, vendor solutions, even AR's role with industry analysts. The end result – a lively, comprehensive session featuring the tools and techniques to measure, monitor and manage the accounts receivable function to achieve world class performance.
8 Pitfalls of Accounts Payable Automation
Christopher Elmore – Director, Product Strategy
CostPerInvoice.com/AvidXchange
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 105 – New Session
Discipline of Focus: AP
Based on the book The 8 Pitfalls of Accounts Payable Automation, this session will offer insight to what life will be like going from a paper AP process to a fully automated AP process. What you don't know will hurt you when automating an accounts payable process. This session will show how to navigate through the jungle and keep out of the pit. Each attendee will receive a book as well as practical advice, stories, and questions to ask about automating to get a company started on an automation plan or help a company improve its current automated process.
Accounts Payable Automation Lessons Learned for JD Edwards and Oracle E-Business Suite
Ron Kelley – VP, Business Development
Image Integration Systems
Dave Litzenberg – Director, Sales and Marketing
Image Integration Systems
Co-Facilitator TBA
Presentation Style – Moderated Roundtable Discussion
Business Management and Organization – 1.0 Credit
Advanced # 110 – New Session
Discipline of Focus: AP
This presentation will share key lessons learned from real-world client experiences in accounts payable automation, principally in JD Edwards and Oracle E-Business Suite environments. Key focus will be on improved financial management and compliance while speeding up month-end closing through accruals management, managing for continuous improvement through dashboards, metrics, and key performance indicators, and successfully managing non-PO invoices, which account for only 20 percent of the volume though 80 percent of the headaches.
Accounts Payable Automation Lessons Learned for SAP
Ron Kelley – VP, Business Development
Image Integration Systems
Dave Litzenberg – Director, Sales and Marketing
Image Integration Systems
Co-Facilitator TBA
Presentation Style – Moderated Roundtable Discussion
Business Management and Organization – 1.0 Credit
Advanced # 115 – New Session
Discipline of Focus: AP
This presentation will present key lessons learned from real-world client experiences in accounts payable automation, principally in SAP environments. Key focus will be on improved financial management and compliance while speeding up month-end closing through accruals management, managing for continuous improvement through dashboards, metrics, and key performance indicators, and successfully managing non-PO invoices, which account for only 20 percent of the volume though 80 percent of the headaches.
Advanced Invoice Processing: One Step at a Time
Sam Abadir – Solution Manager, Accounting
Perceptive Software
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 125 – New Session
Discipline of Focus: AP
If you're one of the many AP departments considering automating your invoice process or if you've already taken steps toward automation, odds are you have heard about advanced OCR and e-forms. But how do you know if using these solutions is right for you?
During this session, participants will:
- Explore advanced OCR technologies.
- Learn how to ensure the success of an automation project.
- Discuss benefits and return on investment.
AP Automation:You Need It; You Want It. How Do You Get the Project Approved?
Rowan Lemley – Global Product Manager
Basware Inc.
Presentation Style – Interactive Facilitated
Management Advisory Services – 1.0 Credit
Basic # 130 – New Session
Discipline of Focus: AP
Many accounting department personnel have known for years that an automation system would greatly improve their departments' operations, but they have struggled with building a complete and convincing business case on how to get the project approved by executive management.
This discussion will cover information that is required to justify an automation solution and get the project approved.
Key topics will include:
- What do the CFO, CIO, and CEO care about, and what do they need to know?
- What actions and roles will my staff need to assume during implementation?
- How do I prove that the cost of automating an invoice will be less than what it costs to manually process an invoice today?
- What are some of the more strategic roles that my staff can assume after an automation system is implemented?
- How do I create and present a final solution package to executive management?
Automating the Escheatment Process CANCELLED
Basic # 140
See session 2315 on Wednesday, May 16th for similar content.
Automating the Settlement Process
Amy Hoke - Strategic Product Director, Paymode-X
Bottomline Technologies
Co-Facilitator TBA
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate # 145 – New Session
Discipline of Focus: AP
Paper-based processes prevent cash from being applied to strategic initiatives within a business. Through automation, treasury, and finance professionals are empowered to access and act on financial supply chain information in real time to optimize working capital, make strategic payment timing decisions and control spending, manage vendor relationships, gain visibility to cash flows for accurate forecasting, and reduce the organization's carbon footprint by eliminating paper.
In this session, learn how to:
- Make migration from paper to electronic payments fast, easy, and cash-flow positive.
- Tackle automation in a way that will work with your existing back-office systems.
- Streamline business processes and reduce costs by converting from paper to electronic payments.
Automation of Form Classification: Yes, You Can Save Money in the Mailroom CANCELLED
Colleen Agate – Vice President
T. Rowe Price
David Ney – Account Executive
3i Infotech Billing & Payments
Basic # 150 – New Session
Bank Account Management: Automation Is on the Way
Jeanne Capachin – VP, Research
IDC Financial Insights
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Advanced # 155 – New Session
Discipline of Focus: AR
Banks are investing in electronic bank account management and customer onboarding automation. Technology providers are also offering solutions to their clients to help them manage their banking relationships. This session will provide an overview of the state of bank account management now and automation options that will increase controls and efficiency.
Best Practices for Managing Documents and Workflow Automation
Doug Bertram – Regional Representative
MetaViewer from Metafile
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 160 – New Session
Discipline of Focus: AP, AR, TAWPI
Companies today are reaping the benefits of document management. In order to maintain a competitive advantage, organizations need to work as efficiently as possible. Document management systems can integrate tightly with existing business applications to allow enterprisewide visibility and fluidity. Implementing a document management solution can reduce operating costs, while increasing cash flow and productivity.
Key topics will include:
- Document management: Realizing ROI
- Capture options: Paper versus electronic
- Data extraction techniques: Streamlining data entry
- Workflow: How it affects companywide productivity and management
- Reporting: High-level visibility for key decision-makers
- System integration: Seamless communication between all existing systems
- Document retention: Adhering to defined policies for compliance
Blast-Off! How to Get Your Accounts Payable Automation Project Off the Ground
Mark Colwell – Director, Operations
PayStream Advisors Inc.
Brandon Hammett – Market Adviser
PayStream Advisors Inc.
Presentation Style – Traditional PowerPoint
Management Advisory Services – 1.0 Credit
Basic # 165 – New Session
Discipline of Focus: AP
Your organization has been on the sidelines of AP automation, but the time has finally arrived to join the game. Now what? The trick is sorting out the AP automation landscape so you can complete a winning plan. Get answers to the following questions: What technology is available? Which tools are the most effective for you? How can your organization leverage low-cost, easy-to-implement automation?
What simple tricks can help you make the correct choices? Building a solid business case is often one of the most overlooked but important steps in launching an AP automation initiative. Project launch success is realized or lost based on the initial strategy and road map.
Discussion will include:
- Making your case to win upper management approval the first time.
- Getting IT, procurement, and other departments on the same plan.
- Navigating the AP automation technology jungle like a pro.
- Using AP department metrics and benchmarking for results.
- Reviewing the elements of a winning automation road map.
Building the Business Case for AP Automation
Neil Moses – VP, Operations
Brainware, Inc.
Presentation Style – Traditional PowerPoint
Management Advisory Services – 1.0 Credit
Overview # 170 – New Session
Discipline of Focus: AP
The Institute of Financial Operations' 2011 global study on Trends in Automated Data Capture in AP found that the three biggest barriers to deploying AP automation are 1) lack of budget, 2) lack of resources to support the project, and 3) lack of a business case. It's not surprising that when your departments are being forced to do more with less, finding budget and resources is a challenge. However, by taking the right approach, asking the right questions, and considering the potential implications and impacts of AP automation, you can ensure the business case for AP automation can be impossible for your company's senior leadership to ignore. All participants in this session will receive complimentary access to an interactive tool that allows you to start building your own business case.
Building the Internal Business Case for Payables Automation
Paul Kerins – VP, Sales
iPayables
Presentation Style – Traditional PowerPoint
Management Advisory Services – 1.0 Credit
Basic # 175 – New Session
Discipline of Focus: AP
Building a solid business case is an important step in launching AP automation initiatives. Returns on investment are realized or lost based on the initial strategy and road map. This presentation will discuss key elements to consider while building your case.
Client Success Story: automating Payables in a Business Climate of Constant Change NEW SESSION
Sushmitha Koka – Senior Director, Product Management
ADP Procure-to-Pay Solutions
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 330 – New Session
Discipline of Focus: AP, TAWPI
Learn how one of ADP's clients automated its accounts payable department amidst the challenges of a shaky economy, spending cuts and company acquisitions. Join us as we cover their ongoing journey from paper to electronic invoicing, including the factors that drove the company to consider automation, roadblocks along the way, current state of affairs and what lies ahead as they continue to streamline and simplify their operations. We will also shed light on how the company has leveraged automation to process more invoices with a smaller staff and capture incremental discounts that more than cover their investment in the technology.
Cool Tools in Accounts Payable: Advice, Tricks, and Tips from the Field
Jennifer Barnett - Systems Manager
Wal-Mart Stores Inc.
Josh Campbell - Senior Finance Manager, Disbursements
Humana
Tom Flynn – VP, Business Development
Lavante
Tom Lyman - Director, Accounts Payable
Safety-Kleen Systems Inc.
Presentation Style – Interactive Facilitated
Business Management and Organization – 1.0 Credit
Basic # 185 – New Session
Discipline of Focus: AP
This highly interactive session will feature an informal panel of AP experts who will detail different tools and processes to solve many common AP issues. Panelists will focus on both processes and innovative solutions to answer a host of problems, from using an Excel upload tool to using a fully automated e-invoicing solution. Attendees will be invited to participate in the dialogue, adding examples of other cool tools in their AP toolboxes that work to improve efficiencies, streamline processes, and maintain sanity. The focus will be on what tools really add value, and which are more hype than substance. The session will incorporate short video segments of the not-so-cool ways of attacking the issues, setting a clear difference between the approaches.
Creating the Merchant Value Proposition for Electronic Payments
Meitra Aycock – VP, Product Management
Comdata
Bob Sneed – SVP, Corporate Payments
Comdata
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 190 – New Session
Discipline of Focus: AP
This session will provide detailed information designed to help companies educate their supplier base on the value of accepting electronic payments. Participants will learn how to choose the right electronic payment methods to offer, as well as best practices for delivering the message and successfully completing a vendor enrollment campaign.
Credit, Collections, and Billing Technologies: Lessons and Opportunities from Social Networking
Facilitator from PayStream Advisors TBA
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 195 – New Session
Discipline of Focus: AR
Details to be announced.
Customer Self-Service Portals Are Now an AR Best Practice CANCELLED
Basic # 200
E-Invoicing without the Network: Best Practices to Organically Grow Your E-Invoice Share
Markus Ament – Chief Product Officer
Taulia Inc.
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 205 – New Session
Discipline of Focus: AP
In this session, find out how your organization can gradually increase the number of invoices received electronically without disrupting current processes. Learn differences between e-invoicing networks and supplier portals and how each affects your supply base. Walk away with insights about new approaches that truly generate value also for your suppliers and as result will drive best-in-class supplier adoption and improved supplier relationships.
Enterprise Software Selection:Keys to Successful Evaluations
Dave Litzenberg – Director, Sales and Marketing
Image Integration Systems
Eric Kimberling - President
Panorama Consulting
Presentation Style – Moderated Roundtable Discussion
Management Advisory Services – 1.0 Credit
Advanced # 210 – New Session
Discipline of Focus: P2P
This presentation will focus on key elements for structuring a successful software evaluation process. The view will come from the combination of vendors, consultants, and clients who have been involved in a variety of such evaluation processes.
The Evolving World of Cloud-Based AP Automation
Steve Smith - Managing Director and US COO, Sales
Esker Inc.
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 215 – New Session
Discipline of Focus: AP
Have you ever wondered how many companies still rely on paper invoices? Are you curious about who is pursuing AP automation and how they're doing it? This session offers an opportunity to get an in-depth snapshot of the current thoughts and practices of AP automation directly from industry sources.
Esker, the leader in document process automation solutions, and The Institute of Financial Operations have complied a comprehensive report, which provides a unique insight into and overview of the results of the 2011 AP Cloud Survey.
Participants will learn about the surprising standard that paper invoices still uphold, as well as the challenges and promise of how some corporations are addressing AP automation. The session will also cover exactly what companies' perceptions of "cloud-based options" are, and a summary of how a cloud-based AP solution works and its benefits to the bottom line.
The Financial Upside of Sustainability Programs in SAP: An Accounts Payable Perspective
Brian Shannon – Principal Process Strategist
Dolphin
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Advanced # 220 – New Session
Discipline of Focus: AP
In order for organizations to meet their business needs today while preserving the ability for future generations to meet their needs, some aspect of sustainability must be integrated into corporate strategy. Learn how effective business process management (BPM) optimization projects can support corporate sustainability objectives. Touching upon economic, social, and environmental aspects and risks, attendees will hear how even simple change within basic SAP business processes can help meet strategic and tactical sustainability goals.
Focusing on a standard AP automation and optimization project in SAP, examples will be cited that address how sustainability can be highlighted throughout the improved process, from paper and waste reduction to enhanced communication and self-service portals. Participants will review a BPM activity checklist that they can use to develop a more specific project and task list in support of sustainability targets.
Future of Accounts Payable 2.0: What 5 Innovations Will Change in Accounts Payable in 2012
Robert Cohen – VP, Marketing
Basware Inc.
Tom Flynn – VP, Business Development
Lavante
Josh Morrison - Manager, Vendor Relations
C&S Wholesale Grocers Inc.
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 225 – Updated Session
Discipline of Focus: AP
Flynn and Cohen are returning to present the new top five changes that AP should be tracking in 2012. The economic conditions continue to force AP departments to deliver better results with fewer resources, all while reducing the cost of every transaction. There are many technology and process solutions to help solve this dilemma, while improving the strategic value of AP within the larger organization. This highly interactive session will review five key ways AP departments can implement new processes, methods, and mindsets to help drive manual labor out of AP process while significantly improving accuracy and efficiency. The session will incorporate short video clips and demos to reinforce the methodologies and technologies discussed.
The Future of Accounts Payable 2.0 will show you how to:
- Improve supplier relationships with vendor portals.
- Leverage the power of a supplier network to keep data clean.
- Lower your reliance on paper-based processes.
- Stay in compliance with external regulations (OFAC, TIN, etc.).
- Overcome challenges and barriers to your AP automation goals.
- Extend the benefits of automated workflows and electronic invoicing.
- Derive hard and soft savings from the procure-to-pay process.
How YUM! Brands AP Became a Value-Added Department Instead of a Necessary Evil UPDATED DESCRIPTION
Dave Lowe – Senior Manager, Accounts Payable
YUM! Brands
Paul Kerins – VP, Sales
iPayables
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 230 – New Session
Discipline of Focus: AP
See how Yum! Brands (KFC, Pizza Hut, Taco Bell) has been able to leverage electronic invoicing to improve invoice processing, enhance customer satisfaction and take advantage of early payment discount opportunities. The presenters will discuss the methodology and successes that Yum! has discovered which could be applied to other accounts payable departments.
Implementation: Where It Can Go All Right or All Wrong
Joe Crowley – Director, Enterprise Content Management
TransCentra
Presentation Style – Traditional PowerPoint
Management Advisory Services – 1.0 Credit
Overview # 235 – New Session
Discipline of Focus: AP
Implementation is the most important aspect to any project. Most companies are fixated on features and cost but if the implementation goes wrong the features will be worthless and the cost could be exorbitant. This session will provide detailed information designed to help organizations avoid the most commonly overlooked aspect of an automation project: the implementation.
Invoice Automation for Manufacturing: A Case Study
Dean Baxter – Regional Director
Basware Inc.
Alan Helm – Project Manager
Flowserve
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 245 – New Session
Discipline of Focus: AP
When implementing an invoice automation solution within a manufacturing company, there are many more things to consider than just invoices. Learn how Flowserve was able to build a compelling case and start down the path of a successful global manufacturing invoice automation rollout, through partnership, sponsorship, planning, and persistence.
The session will include:
- Working with disparate manufacturing divisions.
- Working with multiple ERPs.
- Running shared service operations.
- Doing more with less.
- Working with suppliers.
Invoice Automation User Experiences
Bob Monio – Director, Channel Partnerships and Alliances
ReadSoft North America
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 250 – New Session
Discipline of Focus: AP
If you've seen the metrics, you probably have a good idea of the cost benefits organizations are realizing with AP automation. But how did they get there? What were their initial goals and how did they manage their projects to achieve such results? This session will explore end-user experiences with invoice automation, and offer valuable lessons from real-life experiences by ReadSoft's customers that can ultimately be applied to your AP project. Presenters will explore end users' initial processing pains, goals, and criteria when planning AP projects with ReadSoft. The perspective on end users' implementation obstacles, successes, and lessons learned can be applied to your AP project.
Just the Facts: A Look Into the Types of AP Automation Solutions
Rob DeVincent – VP, Product Marketing
Corcentric
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 255 – New Session
Discipline of Focus: AP
With so many AP automation solutions on the market, it has become increasingly difficult to distinguish the great solutions from the average solutions. Because an AP automation solution affects the invoice processing for the entire organization, having the knowledge to make the correct choice is paramount. How do you make sure the AP solution that looked great during the test drive is just as good when you drive the solution off the showroom floor? Buying a lemon of an AP solution does not deliver the return on investment promised and could potentially damage your career aspirations and reputation.
This session will help you answer key questions:
- How do I know whether e‐invoicing is the right path, and what the difference is between the providers?
- Should I outsource the scanning and capture or buy scanners and OCR to do it myself?
- Is software-as-a-service right for my organization or will an in-house solution provide more benefits and better security?
- What is this cloud automation all about and how could it benefit me?
- How do I build a winning ROI to get my AP automation project approved?
Managing the Long Tail: Automating AP Across Your Entire Supplier Base
Charles Kaplan – VP, Marketing
Brainware, Inc.
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 260 – New Session
Discipline of Focus: AP
Your organization receives a small number of invoices per year from many vendors, all of which add up to a "long tail." While traditional automation strategies have focused on the dominant, high-volume vendors, the long tail continues to remain manual, paper-based, and inefficient in most organizations. This session will focus on how specific companies have automated their entire supplier base with intelligent data capture. They have implemented a 100 percent solution that handles even the most complex invoices, capturing and reconciling header and line-item detail automatically, but without the costs and ongoing IT involvement associated with EDI, or the supplier adoption challenges posed by e-invoicing and EIPP.
Optimize Invoice Processing and More with Capture, Imaging, and Workflow
Jamie Rancourt – Senior Manager, Oracle WebCenter Product Management
Oracle
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 270 – New Session
Discipline of Focus: AP, AR, TAWPI
Are you processing invoices efficiently? If you are still dealing with paper invoices or manually keying in invoice data to your financial application, chances are your processes can be more efficient. Increasing the efficiency of your invoice processing allows you to increase working capital and realize early payment discounts, and helps mitigate risks. Come learn how invoice processing costs can be cut by as much as 90 percent with document capture, intelligent recognition, and workflow to streamline high-volume financial operations such as accounts payable and expense reporting, by enabling shorter processing times while reducing paper storage and handling costs.
Optimizing and Future Proofing Treasury in Your Complex Business Environment
David Levine – Director, Product Marketing
Bottomline Technologies
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 275 – New Session
Discipline of Focus: AP
Visibility to operational cash flows and global bank balances and control over your organization's payment processes are critical to optimizing working capital. If manual processes, disparate business units, and back-office systems or multiple banking relationships have left you feeling this visibility and control are unattainable, this session will explain quick cost-effective measures that can make improvements today. Presenters will share best practices for leveraging existing processes, systems, and banking relationships to reduce costs and drive efficiencies to improve the bottom line.
Learn how to:
- Automate and centralize AP, payroll, or other business payment and remittance processes regardless of payment type.
- Ensure that necessary members of your treasury and payables team have visibility to transaction date and can perform necessary approvals no matter where in the world they are located.
- Reduced overhead and risk while boosting productivity and profitability.
Paper Still Blocks the Path to Streamlined Processes in AP and AR UPDATED SESSION
Pam Miller - Education Director and Editor
IOMA's Institute of Finance and Management
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 280 – New Session
Discipline of Focus: AR, TAWPI
As long as financial operations professionals continue to use antiquated ways of managing cash, they won't achieve maximum efficiency. That's the word from experts, research, and even conversations around the water cooler in accounts receivable departments all over the world. So what is the current outlook for automation and what changes are on the horizon?
Pitch the Paper Clips and Move to Paperless ERP UPDATED SESSION
David Danner – Regional Representative
Metafile Information Systems Inc.
Doug Bertram – Regional Sales Manager
Metafile Information Systems Inc.
Presentation Style – Product Demonstration
Credits not available for Product Demonstrations
Overview # 285 – New Session
Discipline of Focus: AP, AR, P2P, TAWPI
Paper processes are restraining the real value of paperless ERP for midsize companies, so the need for a way to automate the transformation of paper documents into digital data and to manage the resulting documents has prompted technology developers to innovate a new generation of solutions. Metafile invites attendees of this product demonstration to go beyond the electronic file cabinet and experience the efficiencies of paperless ERP from MetaViewer. MetaViewer offers paperless invoice and order capture with OCR, automated workflow, real-time visibility, and full ERP integration.
Presenters will show how implementing MetaViewer can:
- Eliminate manual data entry by efficiently implementing paper and electronic invoice capture.
- Use web-based workflow.
- Enable real-time visibility to the entire AP process.
- Retrieve associated documents without leaving the Dynamics solution.
- Provide vendor self-service with the MetaViewer Vendor Portal,
- Easily expand to AR, HR, and payroll to achieve complete paperless ERP.
The Resurgence of Electronic Billing: Trends, Tricks, and Traps from an E-Billing Analyst UPDATED SESSION
Henry Ijams - Managing Director
PayStream Advisors Inc.
David Schmidt - Senior Consultant / Analyst
PayStream Advisors Inc.
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 290 – New Session
Discipline of Focus: AR
Whether you are just considering electronic billing & invoicing or are already heading down this path, you know the most critical success factor is gaining customer adoption. In this hands-on session, discover: what influences your customers adoption decisions; the five factors you need to embrace to on-board customers; and the tricks and traps to avoid from an industry leader who has designed many e-invoice initiatives. Learn 1) How should you communicate your program? 2) What are the implications of changing payment terms? 3) Who needs to be contacted about enrollment? and 4) What are the carrots (and sticks) that drive adoption? This session will teach you what drives customer adoption decisions and the five factors you need to embrace for successful conversion. You will learn how to think like your customer to greatly accelerate your adoption results.
Discussion will include:
- How to make an effective business case
- The importance of understanding electronic invoicing within a holistic billing environment
- Why you should narrow your automation options prior to contacting solution providers
- The importance of a success driven/phased approached
- How to speed up your ROI
Supplier Self-Service: The Affordable Trend
Trudy Kirk - Manager, Accounts Payable
Carlson
Derek Lisinski – Senior Product Manager
Kofax
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Basic # 295 – New Session
Discipline of Focus: AP, TAWPI
Numerous supplier interactions challenge the efficiency of a financial department on a daily basis. Accounts payable personnel spend up to 50 percent of their time responding to supplier inquiries regarding invoice receipt, expected payment date, and other related information. These constant inquiries and requests can grind AP productivity to a halt. What if these same suppliers could review invoice status and submit invoices on their own, without reliance on accounts payable?
Supplier self-service portals can reduce AP invoice costs as much as 40 percent, while improving supplier service. This session will present data from ConAgra Foods' implementation of a supplier self-service portal that eliminated 40 percent of its supplier calls. The presentation will include real-world best practices, such as identification of challenges, established goals, options, and lessons learned.
The Top 10 Mistakes to Avoid in Accounts Payable
Dean Baxter – Regional Director
Basware Inc.
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate # 300 – Updated Session
Discipline of Focus: AP
Every day you hear about best practices for this or that process. but little mention is given to the mistakes or problems at the root of these best practices. This session will discuss the common mistakes made in accounts payable, as well as how to prevent them and how to build a business case for your organization's expanded use of e-invoicing and invoice automation. Learn how to use today's technology to improve business practices and profitability and reduce your accounts payable mistakes.
Topics for discussion will include:
- Spending more to process an invoice than the invoice amount.
- Being a call center for vendor and internal requests.
- Manually entering data in your ERP.
- Missed discounts and late fees.
- No visibility into unrecorded liabilities.
- Not understanding cash flow requirements.
Top AR Automation Technologies to Consider and Why UPDATED SESSION
David Schmidt - Senior Consultant / Analyst
PayStream Advisors Inc.
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 305 – New Session
Discipline of Focus: AR
Automating AR activities can deliver compelling cost savings and productivity gains. You really can do more with less! Choosing the most opportune Revenue Cycle Management (RCM) processes to automate, however, can be problematic if you do not fully understand the drivers underlying AR efficiency. This session will provide (1) an overview of the current state of credit, collection and AR technologies, (2) emerging trends in AR automation, and (3) insights into choosing the best solutions to address your company's order-to-cash needs. The entire spectrum of RCM automation solutions will be covered from customer credit approval and order processing to collections and remittance processing. Workshop participants will gain a greater understanding of the role and benefits of automated workflow, imaging & document management, risk scoring, and transaction matching in generating dramatic AR performance gains.
Transform Your Accounts Receivable Process into a World-Class, Strategic Competitive Advantage
Scott Bruno – Administrative Solutions Manager
Hyland Software
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview # 310 – New Session
Discipline of Focus: AR
Learn how AR automation can give your organization a competitive advantage, improve cash flow, assure financial controls, and make your CFO happy. Transform the way your company approaches the processes around accounts receivable by leveraging technology and existing investments in ERP applications to streamline work and increase efficiency.
Transforming Accounts Payable through Technology and Automation
Terri Dunn - Manager, Operations
Jones Lang LaSalle Inc.
Fran Hammer - Manager, Disbursements and Travel
The Hershey Company
Josh Morrison - Manager, Vendor Relations
C&S Wholesale Grocers Inc.
Sharon Warmboe - Manager, Accounts Payable
Gilead Sciences
Jeff Wiest - Senior Consultant
LAVANTE
Presentation Style – Moderated Round Table
Business Management and Organization – 1.0 Credit
Basic # 315 – New Session
Discipline of Focus: AP
In today's economy AP departments are being asked to do more work with fewer resources while at the same time driving costs out of every transaction. The good news is there are technology solutions available that will help achieve these objectives. This interactive session will present different ways that your department can identify, deploy, and leverage the best technology solutions where automation will make the greatest impact. Panelists will represent AP departments that are at different stages of adopting technology solutions, from early stages to advanced, more mature deployments. They will also represent a range of industries. Each presenter will discuss different ways to look at your accounts payable process, to introduce the benefits of new processes and methods as well as pitfalls to avoid, and mindsets to help you drive manual labor out of your AP process while significantly improving accuracy and efficiency.
Vendor On-Boarding — Portal-Based Vendor Self-Service Model
Jim O'Rourke – Director, Business Development
ICG Consulting
Jason Douglas – Director, Technical Operations
ICG Consulting
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate # 320 – New Session
Discipline of Focus: AP
Regardless of what industry you are in and what your corporate standards for new suppliers are, vendor on-boarding can be a very time-consuming and information-intensive process. Presenters will show how easy-to-use and easy-to-implement vendor self-service solutions can be. Rather than "one size fits all," a vendor self-service portal should be flexible enough to adapt to the needs of your operation and industry. Presenters will discuss techniques, present success stories, and advise attendees what to look for when considering an on-boarding solution.
We Built It — Why Aren't They Coming??
Tammie Calys – President
Transformation Management Consulting
Presentation Style – Traditional Power Point
Business Management and Organization – 1.0 Credit
Basic # 325 – New Session
Discipline of Focus: AR
Organizations continue to put into place technology platforms to support accounts receivable processes that promise to deliver huge returns on investment by streamlining the interface with customers, accelerating cash receipt, and enhancing working capital, only to find the solutions don't yield the expected results or anticipated savings.
In this session, participants will learn:
- The top reasons AR technology initiatives (particularly EBPP/EIPP initiatives) fall short. (The reasons have nothing to do with functionality.)
- How to assess the extent to which those reasons are prevalent within their organizations.
- Steps for addressing those reasons to achieve the return on investment initially expected.